Scott Anderson is a financial advisor with Vantalith Wealth Management in Colorado Springs, Colorado. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Vantalith Wealth in 2026, he worked at Purshe Kaplan Sterling Investments, Altus Wealth Group, and Morgan Stanley. Outside of his advisory role, Anderson is also involved in insurance sales, including fixed/traditional insurance products and group disability insurance. Vantalith Wealth Management offers discretionary portfolio management, financial planning, consulting, and retirement services to individuals, high-net-worth families, retirement plans, and charitable organizations. The firm uses proprietary investment models with a range of asset types and provides financial planning through fixed-price and hourly engagements.

Christine Wilson is a financial advisor at Rose Pine Financial in Colorado Springs, CO. She holds the CFP® and ChFC® designations and has three years of industry experience, including prior work at Edward Jones and seven years with the Federal Protective Service. Rose Pine Financial provides wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, and small businesses. The firm employs a goals-based, asset-allocation approach using Schwab’s Model Market Center and third-party portfolios, offering discretionary management and standalone financial planning.

Rena Breeding is the principal of Abundant Capital Strategies LLC, an independent registered investment adviser based in Colorado Springs, CO. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. In addition to her advisory role, she is president of Benefits Integrity LLC, providing accounting, tax, and compliance services for retirement plans, and leads Beauty Abounded LLC, a skin care product development company currently in the research phase. Abundant Capital Strategies LLC offers discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as consulting services to pension and profit-sharing plans. The firm employs a blend of analytical methods and maintains ongoing client monitoring while integrating plan administration services through affiliated business activities.

David Bullock is the sole advisor at Bullock Capital Alliance, Inc. in Colorado Springs, CO, where he has provided investment supervisory and wealth management services since 2002. He holds a Series 65 designation and has 24 years of industry experience. Bullock Capital Alliance serves individuals and entities such as pension plans, trusts, estates, and charitable organizations. The firm uses a strategic asset-allocation, core-and-satellite investment approach focused on index mutual funds and ETFs as core holdings, adding active funds and third-party managers when appropriate. Portfolios are globally diversified, reviewed quarterly, and typically managed on a discretionary basis within target allocation policy statements.

Derek Martin is a CFP® and ChFC® with 14 years of experience in the financial services industry. He has been with 56 Capital Partners, Ltd. since 2017 and previously worked at multiple Northwestern Mutual entities from 2012 to 2017. Martin may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, nonprofits, and businesses. The firm manages approximately $113 million for about 260 clients and emphasizes asset allocation using fundamental and technical analysis to build diversified portfolios that include equities, fixed income, ETFs, mutual funds, and alternative investments.

Brian Bennett is a financial advisor with Bennco Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been associated with Bennco Advisors since 1998 and also works with The Strategic Financial Alliance, Inc. since 2007. Bennett serves on the investment committee and board of trustees for the Colorado Episcopal Foundation and is an officer on the board of the Cathedral Ridge Camp and Conference Center. Bennco Advisors provides customized financial planning, business and investment consulting, and coaching to individuals, companies, and small institutions, focusing on clients over 50 with qualified retirement plans and near-term withdrawal needs. The firm employs an interactive, coaching approach based on modern portfolio theory and does not take custody or discretionary authority over client assets.

Fermin Padilla is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2013 to 2019. Cascade Investment Group, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis combined with asset allocation and manager selection, managing accounts through discretionary or non-discretionary programs.

Stephen Moore is a CFP® and ChFC® with 33 years of experience in financial advising. He has been with Partners Capital Management, Inc. since 1990. The firm provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Partners Capital Management employs a core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, with investment decisions handled mostly on a non-discretionary basis, leaving final trade approval to clients.

Jeremy Torgerson is a financial advisor with nVest Advisors, LLC in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Sws Financial Services since 2011. nVest Advisors, LLC provides fiduciary investment management and financial planning services to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based models, offering both discretionary and non-discretionary portfolio management as well as standalone planning services.

Tina Watson is a CFP® and Series 65 licensed advisor with nine years of industry experience. She is a senior partner at Watson CPA Group, where she manages business and accounting operations, and has been with the firm since 2007. Since 2018, she has also served as an advisor at One Brick Planning & Consulting, LLC. One Brick Planning & Consulting provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes passive core portfolios built with index mutual funds and ETFs, integrates tax planning into its services, and maintains a close operational relationship with accounting and tax services through its partner's CPA firm role.

Sarah Price is a financial advisor with Bonfire Financial, LLC in Colorado Springs, Colorado. She holds a Series 65 credential and has four years of industry experience, including six years in a prior role with Visit Colorado Springs. Bonfire Financial, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm emphasizes client profiling, strategic asset allocation, and manager selection, incorporating alternative strategies and tax-efficient management across a range of investment vehicles.

Daniel Bauer is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has served as principal with Altruistic Investing, LLC since 2017 alongside his role at Bauer Wealth Management, where he has worked since 2010. Bauer Wealth Management (dba Bauer Heitzmann) offers investment advisory, family office, concierge wealth management, pension consulting, and financial planning services to individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm focuses on asset-class allocation using passive index products combined with tactical rebalancing and customized Investment Policy Statements, employing a range of strategies including derivatives, options, and borrowing in separately managed accounts.

David Houle is a CFA® charterholder with 15 years of experience in financial advising, currently serving at Season Investments, LLC since 2011. He is based in Colorado Springs, CO. Outside of his advisory role, he is a managing member of White Space Companies, LLC, a wine industry business. Season Investments serves individual and institutional clients, including high-net-worth households, trusts, pension plans, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and investment consulting. The firm integrates long-term target allocations with active risk management and a multi-disciplinary analytical approach across public and alternative investments.

Christopher Davis is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Brightwork Wealth Management, LLC since 2025 and previously held roles at Kestra Advisory, Kestra Investment Services, LLC, and Cambridge Investment Research. Prior to his financial advisory career, he served 20 years in the United States Coast Guard. Brightwork Wealth Management, LLC serves individual and high-net-worth clients by providing fee-only wealth management that integrates discretionary investment management with financial planning at no additional charge. The firm employs proprietary model portfolios, emphasizes asset allocation informed by modern portfolio theory, and typically manages accounts on a discretionary basis through Charles Schwab’s institutional platform.

Logan Haag is a financial advisor with Season Investments, LLC in Colorado Springs, holding Series 65 and Series 66 licenses and six years of industry experience. He has been with Season Investments since 2019 and previously worked at Krueger Brothers Construction. Haag also operates as an independent life insurance agent, facilitating the application and execution of life insurance policies. Season Investments, LLC provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, institutions, and other entities. The firm offers a mix of strategies including trend-following, manager allocations, and alternative investments, and sponsors a private pooled fund, the Season Investments Alternative Credit & Equity Fund, LP.

James Mulzer II is a financial advisor at Planwiser Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mutual Advisors, LLC and Edward Jones. Additionally, he is a licensed insurance producer capable of offering life insurance policies to clients. Planwiser Financial serves individual and high-net-worth clients, families, trusts, retirement plan sponsors, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a mix of strategic and tactical asset-allocation strategies supported by a proprietary quantitative model.

Kelly Ikenberry is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, with three years of industry experience. She holds Series 63 and Series 65 licenses and has operated Kelly Ikenberry Coaching since 2009. Advenire Wealth Management serves high-net-worth individuals, families, trusts, small businesses, and retirement plans, focusing on strategic asset allocation and long-term portfolios. The firm offers wealth management, financial planning, pension consulting, and specialized services such as real estate and 1031 exchange consulting.

Brian Colvert is a CFP® with 18 years of industry experience, currently serving as an advisor at Bonfire Financial, LLC since 2017. He previously worked at UBS Financial Services Inc from 2009 to 2017. Outside of his advisory role, he is involved with Kids on Bikes, a nonprofit that provides bicycles to children and teaches them how to ride, where he serves as an officer. Bonfire Financial, LLC is an investment management firm offering discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm uses a client profiling and strategic asset allocation approach, emphasizing manager evaluation, tax efficiency, and the use of alternative investment strategies.

Albert Dipentino is a Series 65-credentialed advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, where he has worked since 2021. His prior experience includes roles at Stericycle, Deep Rock / Primo Water, and the Colorado Springs Police Department, among others. He is also involved in life and health insurance sales. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolios managed by third-party Co-advisers. The firm emphasizes asset allocation through exchange-traded funds and model portfolios while maintaining a high client-to-advisor ratio.

Brent Sharpe is a financial advisor with Ardent Investors, LLC in Colorado Springs, CO. He holds a Series 65 designation and has experience working in the insurance industry, including roles at Sharpe Insurance Agency and Farmers Insurance. Ardent Investors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs an active investment approach incorporating fundamental, technical, cyclical, and charting analyses, with portfolios that may include derivatives-based strategies such as covered calls and hedging techniques.